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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $902,020 | $228,395+294.9% | $185,861+385.3% | $158,982+467.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.61% | 40.82%-22.2pp | 35.96%-17.4pp | 302.99%-284.4pp |
| Employer contribution / active EE | $15,978 | $4,968+221.6% | $4,088+290.9% | $4,763+235.5% |
| Participant deferral / active EE | $14,113 | $6,417+119.9% | $5,634+150.5% | $5,983+135.9% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |